All Fixed income articles
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Case studySouthern Asset Management: fixed income engagement in the Chinese context
Case study by Southern Asset Management (SAM)
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Webinar
Closing the funding gap: responsible investment in emerging markets
Investment in emerging markets remains substantially below the levels required to achieve the Sustainable Development Goals and the Paris Agreement. In this webinar, we’ll explore how investors and other stakeholders can help close this gap - from developments at the policy level, to asset allocation and engagement with portfolio companies.
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Discussion paper
Closing the funding gap: The case for ESG incorporation and sustainability outcomes in emerging markets
How investors can use responsible investment practices to manage risk and meet return objectives while working towards closing the emerging markets funding gap.
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Podcast
The US opioid crisis and municipal funding
This podcast explores how the US opioid crisis plays out at the local level, with repercussions not just on lives lost and healthcare costs, but also US municipal bonds and the cost of local authorities’ funding.
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Thought leadership
Are the TCFD recommendations useful for credit risk analysis?
Read about how investors and credit rating agencies use the information provided by companies following the recommendations of the Taskforce on Climate-related Financial Disclosures in their credit risk analysis.
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Webinar
ESG in credit risk and ratings: Modelling uncertainty in credit risk
This webinar, organised as part of the ESG in Credit Risk and Ratings Initiative, explores the differences between forecasts and scenario analysis, in particular, how to consider different time horizons in credit risk assessments.
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Blog post
Fixed income investing: delivering returns and achieving outcomes
The diversity and complexity of debt markets bring unique challenges when incorporating ESG factors in investment decisions, however opportunities for responsible investors abound.
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Discussion paper
Human rights in sovereign debt: the role of investors
Investors in sovereign debt have less leverage on human rights issues than investors in equities or corporates. But they are not powerless. In this report, we outline three steps sovereign investors can take when considering human rights issues in their investment decisions and we propose a range of responses.
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Webinar
UK Climate Financial Risk Forum: deep dive on data, metrics and legal risks
Join us to hear the highlights from the Forum’s second-year report, including a dashboard on data and metrics, managing legal risk as well as comparative analysis of what to expect from common law countries such as the US.
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PRI Web Page
Providers of Scenario Analysis and Climate Risk Metrics
For a detailed explanation of the methodology of scenario analysis and climate risk providers, see Taming the Green Swan (2020) by Julia Anna Bingler and Chiara Colesanti Senni.
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Case study
Tabula Investment Management: Launching a Paris-aligned bond ETF
Case study by Tabula Investment Management
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Case study
Neuberger Berman: Developing a net zero multi-asset class portfolio solution
Case study by Neuberger Berman
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Case study
MFS Investment Management: Creating a framework to turn thematic plastic research into actionable investment insights
Case study by MFS Investment Management
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Case study
E Fund Management: Responsible investment in China with a technology lens
Case study by E Fund Management
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Case study
Andra AP-fonden (AP2): Aligning the portfolio with the EU Paris-aligned Benchmark
Case study by Andra AP-fonden (AP2)
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Webinar
ESG in credit risk and ratings: broadening the outreach to investment consultants
Investment consultants are critical stakeholders in the investment chain, as they can play a key role in supporting asset owners to develop responsible investment practices. This webinar explores the extent to which ESG incorporation in fixed income approaches are developing and how gaps are being addressed, based on the findings ...
